Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,069 | $29,733+38.1% | $56,025-26.7% | $80,959-49.3% |
| Participation rate | 38.9% | 41.7%-2.8pp | 52.5%-13.6pp | 67.7%-28.8pp |
| Annual return | 12.88% | 35.28%-22.4pp | 1712.69%-1699.8pp | 35.67%-22.8pp |
| Employer contribution / active EE | $312 | $672-53.5% | $1,042-70.0% | $2,757-88.7% |
| Participant deferral / active EE | $1,460 | $1,229+18.7% | $1,955-25.3% | $4,300-66.1% |
| Admin fee / account holder | $1,086 | $2,434-55.4% | $2,828-61.6% | $6,925-84.3% |